Compare · 3 funds side by side · dividends reinvested

SATO, SPYM and SPY

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,749SPYM · best of the three

02 / 04

SATO, SPYM and SPY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR Portfolio S&P 500 ETFLow-Cost Core · S&P 5000.02%1.03%+11.5%+11.9%+24.1%+12.2%−8.9%12.7%$185B1.4

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.01%+11.5%+11.8%+24.0%+12.1%−8.9%12.8%$798B2.1

Invesco Alerian Galaxy Crypto Economy ETFCrypto · Spot ether0.66%6.79%−18.4%−44.1%+33.4%−6.6%−48.0%54.7%$6M2.5

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 3, 2026 · returns include dividends · since: SATO 2021 · SPYM 2005 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

Invesco Alerian Galaxy Crypto Economy ETF · $6M$7,095

SATO

SPYM

State Street SPDR Portfolio S&P 500 ETF · $185B$17,749

$10,000 five years ago, dividends reinvested · they hold 6.2% in common

SATOMeasureSPYM

−18.4%Year to dateJan 1 → Nov 3+11.5%

−44.1%1 yearTotal return+11.9%

+33.4%3 years · per year$10,000 became $23,744 · $19,092+24.1%

−6.6%5 years · per year$10,000 became $7,095 · $17,749+12.2%

0.66%Expense ratio$66 · $2 a year on $10k · lower is better0.02%

6.79%Trailing 12-mo yield$679 · $103 a year on $10k1.03%

−48.0%Worst dropSmaller is better−8.9%

54.7%VolatilityLower is calmer12.7%

SATOSPYM Winner of the row, in its colourEach row: the bigger of the two fills its side

2–6SPYM wins

End-of-day Nov 3, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

SATO vs SPYM: Top 5 Holdings

Today

SATO

10.6%in top 5

SPYM

in top 527.4%

SATOStockSPYM

not top 5NVDA7.8%

not top 5AAPL7.7%

not top 5MSFT5.9%

not top 5AMZN3.6%

not top 5GOOGL2.5%

2.3%BCTCFnot top 5

2.2%3350.Tnot top 5

2.1%ETORnot top 5

2.1%CRCLnot top 5

2.0%HYPDnot top 5

Held in common6.2%

End-of-day Nov 3, 2026 · share of each fund

SATO vs SPYM Returns, Every Period

InvescoSATO

−6.6%

5 years, per year

SPYMSPDR

+12.2%

5 years, per year

SATOSPYMFaded: behind in that period

1–3SPYM wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

Crypto vs Core: SATO vs SPYM

YTD

InvescoSATO

−18.4%

SPYMSPDR

+11.5%

−18.4%Year to date+11.5%

−48.0%Worst drop · 1Y−8.9%

54.7%Volatility · 1Y12.7%

6.8%Yield1.0%

$6.3MAssets$185B

3–1SPYM wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SATO, SPYM, SPY

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

SPY0.09%$9

SATO0.66%$66

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: SATO, SPYM, SPY

6.79%highest, SATO

FundTrailing yieldYield$10k

SATO6.79%$679

SPYM1.03%$103

SPY1.01%$101

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$613most kept, SATO

SATO$679 − $66 = $613

SPYM$103 − $2 = $101

SPY$101 − $9 = $92

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: SATO, SPYM, SPY

Today

99.9%most shared, SPYM and SPY

SATOSPYMSPY

SATO—6.2%6.2%

SPYM6.2%—99.9%

SPY6.2%99.9%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+11.9%SPYM, at 12.7% volatility

SPYMWorst drop−8.9%12.7% vol

SPYWorst drop−8.9%12.8% vol

SATOWorst drop−48.0%54.7% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

SATOSPYM

−18.4%Year to date+11.5%

6.8%Yield1.0%

−44.1%Past year+11.9%

0.66%Fee0.02%

3–1SPYM wins

End-of-day Nov 3, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026